Pinnacle Associates, Ltd.
Iolanta Shafir, CFA has extensive experience in performance analysis, trading, operations, and bookkeeping in various finance companies. Iolanta currently holds the title of Performance Analyst at Pinnacle Associates, Ltd. Prior to that, Iolanta worked as an APX Processor in a special project at Aristotle and held various roles at Breithorn Capital Management and Equinox Capital Management. Iolanta holds degrees from Pace University and Moscow Technical University of Communications and Informatics (MTUCI).
This person is not in any offices
Pinnacle Associates, Ltd.
Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm. Whether for an individual and their family directly, or for an institutional organization servicing their constituents, we seek to grow and safeguard wealth. Unlike many advisors, Pinnacle manages investments in-house using our experienced team of professionals and we do not outsource the investment-decision making process to other managers. We believe this strategy gives us the ability to select the best investment options for our clients. We provide comprehensive, thoughtful advice customized to the specific needs and objectives of our clients. Please see important disclosure information at https://www.pinnacle-associates.com/disclaimer.